Yellow — waiting in Dext. The invoice has arrived but Anesha hasn't reviewed and published it yet, so it is not in Jobber and the dollar figure is an estimate read off the PDF. Don't treat it as final. Green — posted. Published to QBO and posted to the Jobber job. Amount and date are exact, receipt attached. Needs attention is a list of jobs for people, one name on each. Every item has an Add note box — write down what you found or what the rule should be next time, and it goes into the next run's log.
Status
Job #
Customer
Title
Invoice #
Inv date
Hit Dext
Days waiting
Amount
Jobber
Days waiting is the flow-time clock — it starts the day the invoice landed in Dext and counts up live until it's published to QBO (green same‑day, amber a few days, red as it drags). Needs attention items are held for a person — the automation won't guess a job number. Notes you add there are permanent, and the sync reads them on its next run.
This page holds no data of its own; it reads the live costing record and updates itself the moment the sync writes. No redeploys needed.